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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Registered associates of FamilyWealth Management Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. FamilyWealth Management Group, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3144961-062920.

Unless otherwise identified, Registered Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

We are registered to sell securities in the following states:

AZ, CA, CO, CT, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA AR, and WV.

We are licensed to sell insurance in the following states:

AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WA, WI and WV.

CA Insurance License #0E56065 for Ralph Linarelli

CA Insurance License #0E02360 for Doug Knable

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